KCM

Kanawha Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.1M
3
+$759K
4
SPGI icon
S&P Global
SPGI
+$541K
5
UNH icon
UnitedHealth
UNH
+$442K

Top Sells

1
+$1.4M
2
+$1.13M
3
+$705K
4
XOM icon
Exxon Mobil
XOM
+$658K
5
PG icon
Procter & Gamble
PG
+$599K

Sector Composition

1 Technology 26.32%
2 Financials 12.22%
3 Industrials 11.14%
4 Healthcare 9.06%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.5M 1.21%
72,413
-337
27
$16.9M 1.17%
59,923
+75
28
$16.8M 1.16%
18,175
+792
29
$16.8M 1.16%
76,573
+1,600
30
$15.8M 1.09%
139,983
-5,917
31
$15.4M 1.06%
82,068
+1,185
32
$15.3M 1.06%
50,871
-1,584
33
$14.2M 0.98%
85,395
-27
34
$13.2M 0.91%
27,631
-371
35
$13.1M 0.9%
47,892
+582
36
$13.1M 0.9%
213,407
+7,163
37
$13M 0.9%
185,908
+1,932
38
$11.9M 0.82%
178,909
-3,755
39
$11.5M 0.8%
121,159
+661
40
$11.3M 0.78%
119,547
+567
41
$11.3M 0.78%
233,133
+7,055
42
$11.1M 0.77%
27,492
+51
43
$10.9M 0.75%
58,320
+1,756
44
$10.7M 0.74%
243,040
+6,702
45
$10.1M 0.7%
65,403
-1,830
46
$9.77M 0.68%
74,445
-145
47
$9.74M 0.67%
212,994
-15,636
48
$9.63M 0.67%
29,199
+248
49
$9.57M 0.66%
67,884
-358
50
$8.93M 0.62%
99,551
+734
1
2
3 4 5